Workflow configuration examples

Learn from example workflow configurations to help you tailor workflows to fit your organization’s requirements for managing model risk throughout your entire model lifecycles.

Example workflows

Workflows can be as simple or as complex as required, with multiple and discrete workflows supported for unique triggers and scenarios.

For example, to cover activities in their model lifecycle up to model deployment, an organization has the following workflows configured:

On model registration

This workflow initiates upon model registration¹ — when models are added to the Inventory, and covers model development activities, including documentation of the model.

¹ 

Adding a workflow that initiates on model registration

Workflow steps used:

• User Action v2
• Model Stage Change
• Workflow State Change
• Approval
• Run Workflow
• End

• This particular organization pairs their developers into teams of two, where one develops and initially documents the model, and the other peer reviews and approves the model for official validation, requesting revisions if the documentation is incomplete.
• They meticulously transition the model through the stages² of their development cycle with this workflow, as well as transition the workflow into linked states.³

² Manage model stages

³ Setting up model workflows

Example model development cycle workflow

On model validation

This workflow is initiated manually⁴ — in this case via Run Workflow step in the previous On model registration workflow.

⁴ 

Adding a workflow that initiates on model validation

Workflow steps used:

• User Action v2
• Model Stage Change
• Workflow State Change
• Condition Branch
• Approval
• End

• In this workflow, the model stage⁵ remains as In Initial Validation throughout, while the state of the workflow⁶ transitions to reflect the status of validation.
• The option to develop potential challenger models is at the discretion of the validator, or they can choose to approve the champion model without submitting additional challengers.
• Depending on whether or not the model is a GenAI model,⁷ the validation report is also submitted for additional review to the organization’s legal team before approval.

⁵ Manage model stages

⁶ Setting up model workflows

⁷ Setting up model workflows

Example model validation cycle workflow

On model deployment

This workflow is initiated when a field is populated — in this case, when the model is slated for deployment by entering value into the deployment scheduled datetime field.⁸

⁸ 

Adding a workflow that is initiated when a model has a scheduled deployment date

Workflow steps used:

• User Action v2
• Model Stage Change
• Workflow State Change
• Wait
• End

• The workflow will wait until the timestamp indicated in the scheduled deployment date before revealing the next available action in the workflow — in this case, the option to deploy the model and enter in a concrete date the model was initially pushed to production.
• Actions on this workflow are linked both to a transition in model stage,⁹ as well as workflow state.¹⁰

⁹ Manage model stages

¹⁰ Setting up model workflows

Example model deployment cycle workflow

Workflow step type examples

Model Stage Change

In this example, the model transitions into a stage¹¹ called In Documentation:

¹¹ Manage model stages

Example Model Stage Change configuration modal

Example Model Stage Change step

Workflow State Change

In this example, the workflow transitions into a state¹² called Model In Development and progresses the workflow completion to 25%:

¹² Setting up model workflows

Example Workflow State Change configuration modal

Example Workflow State Change step

User Action v2

In this example, the user is presented with an action button labelled Submit Documentation For Review that requires them to include a model export in a model export attachment type field.¹³

¹³ Manage model inventory fields

Example User Action v2 configuration modal

Example User Action v2 step

Example User Action v2 submission panel

Approval

In this example, the peer reviewers model stakeholders¹⁴ assigned to the model are presented with an approval message:

¹⁴ Manage model stakeholder types

Example Approval configuration modal

Example Approval step

Example Approval message

Condition Branch

In this example, models where the field genai model is set to true undergo a special legal review model stakeholder¹⁵ approval process:¹⁶

¹⁵ Manage model stakeholder types

¹⁶  Approval

Example Condition Branch configuration modal

Example Condition Branch step

Wait

In this example, the next step on the workflow waits until the timestamp indicated in a deployment scheduled datetime field:¹⁷

¹⁷ Manage model inventory fields

Example Wait configuration modal

Example Wait step

Run Workflow

In this example, the current workflow initiates another workflow called On model validation:

Example Run Workflow configuration modal

Example Run Workflow step

End

In this example, the workflow is designated to stop after running an additional workflow called On model validation:

Example End step